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Grimes & Company’s TSMC TSM Stock Holding History

Grimes & Company’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.4M Buy
134,811
+1,433
+1% +$581K 1.39% 13
2026
Q1 		$45.1M Sell
133,378
-11,050
-8% -$3.8M 1.25% 15
2025
Q4 		$43.9M Sell
144,428
-16,869
-10% -$4.95M 1.05% 19
2025
Q3 		$45M Sell
161,297
-12,899
-7% -$3.15M 1.11% 17
2025
Q2 		$39.5M Sell
174,196
-3,344
-2% -$619K 1.07% 17
2025
Q1 		$29.5M Sell
177,540
-619
-0.3% -$120K 0.91% 18
2024
Q4 		$35.2M Sell
178,159
-834
-0.5% -$161K 1.01% 18
2024
Q3 		$31.1M Sell
178,993
-4,183
-2% -$713K 0.84% 23
2024
Q2 		$31.8M Sell
183,176
-66,804
-27% -$10.1M 0.95% 21
2024
Q1 		$34M Buy
249,980
+2,018
+0.8% +$251K 1.05% 18
2023
Q4 		$25.8M Buy
247,962
+3,668
+2% +$350K 0.85% 24
2023
Q3 		$21.2M Buy
244,294
+5,823
+2% +$551K 0.82% 23
2023
Q2 		$24.1M Sell
238,471
-463
-0.2% -$43.1K 0.85% 21
2023
Q1 		$22.2M Buy
238,934
+5,791
+2% +$520K 0.91% 20
2022
Q4 		$17.4M Buy
233,143
+9,930
+4% +$718K 0.73% 25
2022
Q3 		$15.3M Buy
223,213
+43,290
+24% +$3.58M 0.8% 20
2022
Q2 		$14.7M Buy
179,923
+16,480
+10% +$1.52M 0.74% 24
2022
Q1 		$17M Buy
163,443
+10,809
+7% +$1.26M 0.89% 30
2021
Q4 		$18.4M Buy
152,634
+799
+0.5% +$93.6K 0.84% 33
2021
Q3 		$17M Buy
151,835
+1,031
+0.7% +$121K 0.74% 32
2021
Q2 		$18.1M Sell
150,804
-2,286
-1% -$268K 0.79% 27
2021
Q1 		$18.1M Sell
153,090
-30,121
-16% -$3.73M 0.87% 24
2020
Q4 		$20M Sell
183,211
-10,623
-5% -$1.01M 1.04% 22
2020
Q3 		$15.7M Buy
193,834
+4,896
+3% +$372K 1.01% 21
2020
Q2 		$10.7M Sell
188,938
-2,908
-2% -$153K 0.75% 33
2020
Q1 		$9.17M Sell
191,846
-6,162
-3% -$337K 0.84% 23
2019
Q4 		$11.5M Sell
198,008
-8,845
-4% -$469K 0.75% 30
2019
Q3 		$9.62M Buy
206,853
+2,795
+1% +$119K 0.69% 38
2019
Q2 		$7.99M Buy
204,058
+7,293
+4% +$300K 0.61% 47
2019
Q1 		$8.06M Buy
196,765
+8,874
+5% +$339K 0.63% 46
2018
Q4 		$6.93M Sell
187,891
-262
-0.1% -$9.97K 0.68% 40
2018
Q3 		$8.31M Buy
188,153
+6,442
+4% +$267K 0.67% 45
2018
Q2 		$6.64M Buy
181,711
+28,714
+19% +$1.13M 0.59% 55
2018
Q1 		$6.7M Sell
152,997
-4,315
-3% -$188K 0.65% 49
2017
Q4 		$6.24M Sell
157,312
-2,143
-1% -$86.8K 0.6% 53
2017
Q3 		$5.99M Sell
159,455
-6,283
-4% -$229K 0.64% 49
2017
Q2 		$5.79M Sell
165,738
-30,502
-16% -$1.05M 0.65% 47
2017
Q1 		$6.45M Sell
196,240
-251
-0.1% -$7.84K 0.71% 41
2016
Q4 		$5.65M Sell
196,491
-289
-0.1% -$8.7K 0.66% 43
2016
Q3 		$6.02M Sell
196,780
-2,165
-1% -$61.9K 0.81% 37
2016
Q2 		$5.22M Sell
198,945
-1,647
-0.8% -$41.1K 0.7% 38
2016
Q1 		$5.26M Sell
200,592
-2,310
-1% -$54K 0.68% 38
2015
Q4 		$4.62M Sell
202,902
-1,163
-0.6% -$26.2K 0.62% 45
2015
Q3 		$4.24M Buy
204,065
+10,775
+6% +$226K 0.54% 49
2015
Q2 		$4.39M Buy
193,290
+3,975
+2% +$94.9K 0.62% 53
2015
Q1 		$4.45M Buy
189,315
+8,821
+5% +$208K 1.07% 43
2014
Q4 		$4.04M Buy
180,494
+3,234
+2% +$70.5K 1.04% 40
2014
Q3 		$3.58M Buy
177,260
+4,077
+2% +$85K 0.94% 48
2014
Q2 		$3.7M Sell
173,183
-302
-0.2% -$6.22K 0.97% 47
2014
Q1 		$3.47M Buy
+173,485
New +$3.11M 0.98% 46

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Grimes & Company's TSM Position: Q2 2026 in Review

Grimes & Company increased its TSMC (TSM) stake by 1.1% in Q2 2026, buying an estimated $581K and bringing the position to 134,811 shares worth $64.4M. The position accounts for 1.39% of the portfolio, ranked #13.

Grimes & Company first reported a position in TSM in Q1 2014 and has held it in 50 quarters since. 1,482 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Grimes & Company held 134,811 shares of TSMC worth $64.4M as of Q2 2026.
  • Grimes & Company bought 1,433 TSMC shares in Q2 2026, an estimated $581K.
  • TSMC made up 1.39% of Grimes & Company's portfolio in Q2 2026, its #13 holding.
  • Grimes & Company first reported a position in TSMC in Q1 2014 and has held it in 50 quarters since.
  • 1,482 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.